Meristem Family Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$654K Buy
2021
Q4
$552K Buy
2021
Q3
$375K Buy
2021
Q2
Sell
2021
Q1
$350K Buy
2020
Q4
$295K Sell
2020
Q3
$269K Buy
2020
Q2
$319K Sell
2020
Q1
$284K Sell
2019
Q4
$546K Sell
2019
Q3
$473K Buy
2019
Q2
$325K Hold
2019
Q1
$289K Buy
2018
Q4
$236K Sell
2018
Q3
$326K Hold
2018
Q2
$304K Hold
2018
Q1
$307K Buy
2017
Q4
$309K Buy
2017
Q3
$280K Buy